Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth, Inc. offers various advisory programs with fees detailed in their respective program brochures. These programs include Advisor Managed Portfolios, Unified Managed Accounts, and access to Third-Party Money Managers. Financial planning and consulting services are also available, with fees determined and documented in a separate agreement. The Signator Managed Account Platform program fees include portions paid to the Advisory Representative, the Firm, the custodian, and Third-Party Money Managers.
Areas of Practice
Advisor Information
Office location
4041 Essen Lane, Ste. 101, Baton Rouge, LA, 70809
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Charles is a director at Bridge Center for Hope, a non-profit corporation, dedicating minimal time. He is also an Investment Advisor Representative at Gallagher Fiduciary Advisors, LLC, dedicating nearly full-time hours, and an SVP Benefits at Cadence Insurance, dedicating a significant amount of time to sales and consulting on employee benefits.